Kate Duguid

Oil hits $115 a barrel for the first time since May, adding to the economic strain just 11 days before critical midterm elections that may turn in part on affordability. @iankmsmith.ft.com @urbandirt.bsky.social www.ft.com/content/8948...

philosophy majors catching too many strays here www.bloomberg.com/news/newslet...

GREAT alphaville quiz, horrible score on my end www.ft.com/content/2588...

Wildfires are a known threat in the West. But after a fire scars the earth, there's another, underemphasized risk. Severe burns can strip away plants and leave soils that don’t easily absorb water, increasing the potential for catastrophic floods. Towns are often caught unprepared. THREAD ⬇️

"As the secretary noted during the event, the media has become so inaccurate that he will never be able to read a newspaper again.” www.ft.com/content/5b7c...

big scoop from Amelia and Claire here: www.ft.com/content/5b7c...

Nigella looks so much like Russell Brand

theonion.com/miranda-july...

US Treasuries catch a bid, on course for their best week since February remember yields ⬇️ mean prices ⬆️ as.ft.com/r/01662cf6-d...

en.wikipedia.org/wiki/Kevin_C...

some big beasts of the bond market say there is value in US government bonds at these elevated yield levels 📈... www.ft.com/content/6fa7... via Harriet Clarfelt + @kateduguid.bsky.social

That's really the whole ballgame.

Nasdaq 100 tanking on George and Stephen's scoop www.ft.com/content/b66a...

the FT cares about working conditions www.ft.com/content/6843...

I managed to not use “convexity hedging“ once www.ft.com/content/39de...

““Our rights are cut off,” said a dissenting prince, who requested anonymity for fear of reprisals. “Just because we’re princes, it doesn’t mean we don’t have basic rights.”” www.ft.com/content/6fd9...

I think this guy is just not reading the right pubs? www.thenation.com/article/poli...

a legend making a legendary move

JPMorgan’s commodities team: “For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”

Maybe this doesn't matter in the long run, but I think the risks of The One Industry narrating its own story on a single social network — and X in particular — could be producing some underrated distortions, blind spots, etc. And there's no higher shared context in which to process those risks!

Registering my prediction that decades of rationalist AI discourse will not simply Scale Up nymag.com/intelligence...

good piece. this seems right to me nymag.com/intelligence...

seems like there should be a way for someone to exploit the 4 percentage point difference in odds on a hike today between futures market and Kalshi, but I'm failing to imagine what that would be

I’m a sucker for any piece about money feelings (and envy) but not sure this goes anywhere exactly. Still well worth a read www.newyorker.com/news/the-wee...

excellent scoop from two excellent Georges www.ft.com/content/2750...

Vantage Data Centers seeks $2bn in loans from Pimco and PGIM—Known as “Project Baja”, the latest debt-raising effort would allow Vantage to tap a new pool of investors… www.ft.com/content/e7a8... @kateduguid.bsky.social @financialtimes.com

SCOOP: JPMorgan cut off Situational Awareness lending after AI losses www.ft.com/content/916e...

"Situational Awareness has started building relationships with new brokerages as it attempts a rebound from the largest loss in the history of the hedge fund industry...recently begun working with specialist brokerage Clear Street...as he begins rebuilding a portfolio"

Situational Awareness builds relationships with new brokers as it attempts rebound ft.trib.al/XrjoOrv

Massachusetts Gov. Maura Healey signs an EO requiring data centers above 25MW of peak demand to bring their own power and meet 100% of demand with clean energy (Tim De Chant/TechCrunch) Main Link | Techmeme Permalink

don't think this tells us much of anything, but the 10-year yield today is only ~7bps off where it was on Sept 11 2001

Not only are foundations and donors pulling back from supporting trans rights, but major foundations are dropping organizations BECAUSE of their commitment to trans issues. This happened to @fightforthefuture.org and we have not recovered financially www.them.us/news/trans-r...

good rule for life: www.ft.com/content/bcc5...

“The only person directly involved in this affair to publicly express any distress or outrage has been, in fact, Cusk herself. An author justly acclaimed for her inventiveness has produced a scandal like no other. She is its perpetrator, victim and beneficiary.” www.nytimes.com/2026/08/28/m...

as a runner, and former running store employee, this blew my mind. correcting for pronation is fake! www.worseonpurpose.com/p/same-shoe-...

BUTLERIAN JIHAD NOW

“.. Nomura said Bessent’s Treasury buyback plan “by itself” amounted to a “band-aid on a bullet hole” @financialtimes.com www.ft.com/content/f01f...